How to Create & Manage Your Team Fundraiser Page on Omella

🎥 Prefer watching?

Check out this quick video walkthrough:

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1. Getting Started: Create Your Page

🕒 0:29 — Editing title, goal, and date fields

• Log in to Omella and select the “Team Fundraiser” template.
• Enter the foundational information: your organization name, program name, and how you’d like participants to refer to you (Coach Smith, Ms. Johnson, etc.).
• Set your start date, end date, and the team fundraising goal (the total amount you want to raise together).

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2. Customize Your Page

🕒 1:01 — Adding a call to action, logo, team picture, and participant goal

• Add a compelling short summary explaining what you’re raising money for and why. It helps supporters understand the cause.
• Upload a logo and a cover image to make your page stand out.
• Click Finish to create your initial page.
• Then, open Page Settings to set an individual goal for each participant. (Tip: divide the team goal by the number of participants for a simple benchmark.)

💡 All of these details can be updated anytime, even after your campaign launches. See minute 4:55 in the video to learn how.

3. Invite Participants & Launch Strong

🕒 2:44 — Inviting your team

• Invite your participants in one of three ways:
  • Enter their email addresses
  • Share the page link
  • Display or share your QR code

Once invited, participants will receive an email to create their profile and start sharing.

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4. Participants: How to Share the Campaign

🎥 Watch this video for a full walkthrough:

After signing up, participants will be taken to the sharing screen, where they can:

• Enter email addresses (one per line or separated by commas)
• Share via SMS (available once the campaign is live)
• Post to social media or copy their unique sharing link

⚠️ Note: Omella automatically sends email reminders to contacts shared via email. If participants share via SMS, they’ll need to follow up manually.

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5. Launch & Monitor Progress

🕒 3:45 — The Team tab

• Once your page is live, encourage participants to share with at least 20 contacts to build early momentum.
• Monitor your Team tab to track participation and progress. You can see:
  • Who has joined
  • Profile pictures and parent/guardian emails (if available)
  • How much each person has raised
  • Overall team progress
  Note: This dashboard tracks email invites only (not SMS).

💡 Use these insights to celebrate active participants and gently nudge anyone who hasn’t started sharing yet.

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6. Campaign Updates & Flexibility

🕒 4:55 — Updating your page

You can update your campaign at any time, including:

• Start/end dates
• Goal amount
• Images and logo
• Story and call to action

Need help? Just email help@omella.com and our team can make the updates or even finish your page setup for you.

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Need Help or Want a Kickoff Review?

Our Success Team is here to help!

If you’d like a personalized walkthrough or want to review your campaign setup, email help@omella.com with your page link.

We’ll help ensure your fundraiser launches strong and stays on track for success.

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🎉 Happy fundraising! We can’t wait to see your campaign take off!